Client Success Analyst - SaaS Fintech B2B financial services

04 Products Platform New York, New York Washington, District Of Columbia

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Description

Client Success Analyst (Sales-Oriented)  
 
About Us 
The RiskSpan Edge Platform is a suite of SaaS products that integrate data, predictive modeling, scenario analytics and BI for data visualization. The platform supports a range of products including residential mortgage loans and MSRs, MBS, public and private asset backed finance (or “ABF”), and derivatives.  Our scalable, cloud-native platform enables users to make better business decisions based on uncommon insights into historical trends and advanced predictive forecasts. 
The RiskSpan suite of Solutions supports originators, servicers, mortgage REITs, banks, asset managers, insurance companies and other holders of public and private ABF including mortgage loans and MSRs.  Our solution suite serves portfolio managers, traders, risk managers as well as data managers and analysts across these institution types. 
About the Role  
We are seeking a motivated and detail-oriented Client Success Analyst with strong sales orientation to join our growing team. This is an ideal opportunity for someone early in their career who enjoys working directly with clients, supporting sales and renewal efforts, and helping drive operational excellence through data, communication, and feedback.  
In this role, you’ll support senior client success professionals by managing client relationships, preparing insights and materials that demonstrate the value of our solutions, and gathering client feedback to inform product improvements. Over time, you’ll develop the technical and business acumen to engage clients more strategically and help close new business opportunities.  
 Shape  
Key Responsibilities  
Client Success & Relationship Management  
  • Serve as the primary point of contact for assigned clients.  
  • Build and maintain strong relationships, ensuring high levels of satisfaction and engagement.  
  • Understand each client’s business objectives, challenges, and success metrics to deliver maximum value.  
  • Ensure clients receive prompt support for client inquiries and professional communication.  
  • Support colleagues with onboarding, reporting, and account coordination activities.  
  • Develop a solid understanding of client business needs, usage patterns, and success metrics.  
  • Monitor client health indicators and flag risks or opportunities for improvement.  
Sales Enablement & Growth Support  
  • Ensure client engagement is occurring and on-track according to targeted engagement levels.   
  • Ensure clients receive RiskSpan content including research, product updates and relevant invites to client events.    
  • Assist in identifying and qualifying upsell and cross-sell opportunities within existing accounts.  
  • Prepare renewal documentation, client performance summaries, and presentation materials for sales meetings.  
  • Collaborate with the Sales and Marketing teams to maintain accurate client data in CRM systems and support proposal development.  
Client Feedback & Process Improvement  
  • Gather and document client feedback on products, tools, and services to identify pain points and improvement opportunities.  
  • Collaborate with internal teams to relay insights that inform product enhancements and process optimization.  
  • Contribute to efforts aimed at improving the overall client experience, helping refine workflows and communication practices.  
Analytics & Learning  
  • Develop a foundational understanding of risk analytics, financial modeling, and data-driven decision-making relevant to client use cases.  
  • Collaborate with subject matter experts to learn how to interpret and communicate complex analytical results to clients in a clear, value-focused way.  
  • Apply this growing expertise to support business development efforts and articulate solution benefits effectively in client interactions.  
   
Internal Collaboration  
  • Work cross-functionally with Product, Operations, and Marketing teams to support client initiatives and ensure alignment.  
  • Participate in internal meetings to share client insights and assist in implementing system improvements.  
 Shape  
Qualifications  
  • Education: Bachelor’s degree in Business, Finance, Economics, Data Analytics, or a related field.  
  • Experience: 2–3 years of experience in client success, account support, sales, or a client-facing role (preferably in financial services and analytics).  
  • Skills:  
  • Excellent communication and organizational skills with strong attention to detail.  
  • Ability and enthusiasm to learn complex risk analytics concepts and communicate them effectively to clients.  
  • Strong problem-solving and analytical mindset; comfortable working with data and reports.  
  • Proficiency in Microsoft Office Suite and CRM tools (e.g., Salesforce, HubSpot).  
  • Mindset:  
  • Customer-first attitude with a proactive, collaborative approach.  
  • Eager to learn, adapt, and grow into a more senior client success or sales role.  
  • Motivated by both client satisfaction and business results.  
   

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